BLUFFTON, SC
Allocation by class
Portfolio Concentration
Top 3 weight
41.1%
Top 10 weight
68.5%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 42.77K | SH | $27.94M 25.99% | 0.00 | 0.00 | 42.77K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.19K | SH | $9.23M 8.59% | 0.00 | 0.00 | 14.19K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 120.74K | SH | $7.02M 6.54% | 0.00 | 0.00 | 120.74K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 96.01K | SH | $4.99M 4.64% | 0.00 | 0.00 | 96.01K |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.77K | SH | $4.75M 4.42% | 0.00 | 0.00 | 24.77K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 94.31K | SH | $4.53M 4.22% | 0.00 | 0.00 | 94.31K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 77.19K | SH | $4.17M 3.88% | 0.00 | 0.00 | 77.19K |
ISHARES TRSOLE | US TREAS BD ETF | 161.30K | SH | $3.70M 3.44% | 0.00 | 0.00 | 161.30K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 36.54K | SH | $3.68M 3.42% | 0.00 | 0.00 | 36.54K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 113.61K | SH | $3.65M 3.40% | 0.00 | 0.00 | 113.61K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 100.54K | SH | $3.31M 3.08% | 0.00 | 0.00 | 100.54K |
ISHARES GOLD TRSOLE | ISHARES NEW | 36.03K | SH | $3.18M 2.96% | 0.00 | 0.00 | 36.03K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 71.64K | SH | $2.59M 2.41% | 0.00 | 0.00 | 71.64K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 35.23K | SH | $2.50M 2.32% | 0.00 | 0.00 | 35.23K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 4.20K | SH | $1.94M 1.81% | 0.00 | 0.00 | 4.20K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 2.46K | SH | $1.52M 1.41% | 0.00 | 0.00 | 2.46K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 36.63K | SH | $1.50M 1.40% | 0.00 | 0.00 | 36.63K |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.63K | SH | $1.32M 1.23% | 0.00 | 0.00 | 10.63K |
ISHARES TRSOLE | CORE MSCI EAFE | 13.02K | SH | $1.18M 1.10% | 0.00 | 0.00 | 13.02K |
EXXON MOBIL CORPSOLE | COM | 6.55K | SH | $1.11M 1.03% | 0.00 | 0.00 | 6.55K |
MICROSOFT CORPSOLE | COM | 2.93K | SH | $1.08M 1.01% | 0.00 | 0.00 | 2.93K |
ISHARES TRSOLE | MSCI EAFE ETF | 9.99K | SH | $970.7K 0.90% | 0.00 | 0.00 | 9.99K |
ISHARES TRSOLE | U.S. TECH ETF | 3.96K | SH | $717.9K 0.67% | 0.00 | 0.00 | 3.96K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 5.76K | SH | $651.2K 0.61% | 0.00 | 0.00 | 5.76K |
SEMPRASOLE | COM | 6.28K | SH | $610.5K 0.57% | 0.00 | 0.00 | 6.28K |